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Mp196920160
May 18, 2023
Question

missing transactions

Hi i have a few missing items in qb compared to whats actually in the bank.

 

newbie to qb. can you let me know how i manually add a debit/credit  please, 

 

 

thankyou

4 replies

GeorgiaC
Level 13
May 18, 2023

Hello Mp196920160

 

Thanks for posting on the Community. If your transaction relates to sales income (from a client or customer) you can enter this using a sales receipt (+ new > sales receipt). Purchases made can be entered using an expense (+ New > Expense). For any other income, you can record this using a bank deposit (+ New > Bank deposit) - here, select the payment account and date that the money was received, and scroll to 'add funds to this deposit' to complete the transaction details. 

 

If you have any further queries, please get back to us below. 🙂

Mp196920160Author
May 18, 2023

thanks for the reply.  I cant seem to fin the "New" option to any of the sales, deposits etc. im using qb online if that makes any difference

Mp196920160Author
May 18, 2023

sorry new to qb

 

 

i have added a couple of transactions, but when i look to see if there in the correct catagory there not in any.

 

 

any ideas please

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